Bringing clarity to your financial picture

Financial complexity is a companion of success – as is opportunity. Through our work, we guide successful professionals, retirees, business owners, and organization and foundation leaders through the decisions that shape their lives and missions with actions that keep their financial goals in sight.

Our objective is singular: to use our experience, sophisticated market resources and specialized training to guide you in pursuit of your farthest-reaching ambitions. Your goals are our purpose.

How we create your personal plan

Experienced and collaborative Your financial planning team

Scott Barkow
Scott Barkow, CFP®
Senior Vice President, Wealth Management Managing Director

Financial Advisor
Keith Ginsburg
Keith Ginsburg, CFP®
First Vice President, Wealth Management
Martha Aleman
Martha Aleman
Senior Client Service Associate
Karla Avecillas
Karla Avecillas, AAMSTM
Senior Registered Client Relationship Associate
Nicole Mandich
Nicole Mandich, WMS™
Senior Registered Client Service Associate
Chris Ortiz
Christopher Ortiz
Registered Client Service Associate

Personalized guidance

With the support of a collaborative, experienced team well-versed in the intricacies of wealth, markets and financial planning, your goals take sharp focus.

Sophisticated capabilities

Your personalized plan can be created one detail at a time with services covering financial planning, investment strategy, retirement, longevity, business planning and multigenerational decision-making.

Community investment

Strong communities promote people and their dreams. We are proud to contribute to the vibrancy of the South Florida community as volunteers, supporters and advocates.
Lasting prosperity isn’t built on singular victories, but on the consistent application of forethought, attention and adaptability.
Scott Barkow, CFP®, Senior Vice President, Investments
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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